✎ Editing a saved estimate — "Save estimate" will update it instead of creating a new one.
👤 Customer info
⚡ Add services
🔌 Add materials
📋 Added items
No services or materials added yet.
Texas tax rule: Labor is NOT taxable. Materials and equipment are taxed at 8.25%.
Quote summary
Estimated total$0.00
No estimates yet.
📤 Import updated prices from a spreadsheet
Upload a CSV or Excel file with a Name column and a Price column (Category, Unit, and Taxable are optional). Rows are matched to your existing services by name — matches get their price updated, anything unmatched is previewed as a new service before you apply it.
⚙ Edit service prices
📤 Import updated prices from a spreadsheet
Upload a CSV or Excel file with a Name column and a Price column (Category, Unit, and Taxable are optional). Rows are matched to your existing materials by name — matches get their price updated, anything unmatched is previewed as a new material before you apply it.
⚙ Materials price list
+ Add a new material
+ Add a new service
Custom services
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📄 Upload an addendum, RFP addendum, or scope narrative
Use this when a job picks up extra scope after the original bid — an addendum PDF, a clarification memo, a design-build narrative, and so on. AI reads it and drafts a cost estimate for you to review, edit, and add to a quote. This is separate from the Blueprints tab, which is for takeoff on drawing sheets.
📋 Draft estimate from AI — review before using
Line items
📑 Saved addendum estimates
No addendum estimates yet.
Customers & GCs
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Jobs
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Contracts
This is a view over your existing jobs and customers — nothing here is entered twice. Add or edit contract details from a job's "Contract" section, and add MSA details from a customer's record.
💼 Company-level MSA status
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Collections
Built from your existing invoices and job/contract data. This is informational, not legal advice — confirm specifics with an attorney before relying on any deadline shown here.
Multiple buildings or files for the same project? Run AI takeoff on the first file, then just upload the next one here — totals combine automatically instead of starting a new blueprint.
Takeoff notes (auto-filled by AI when available — always review before saving)
📐 Saved blueprints
No blueprints yet.
Invoices
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Change Orders & Pay Applications
📋 Select job
📊 Schedule of values (original contract line items)
Optional. Break the original contract into trade/category line items for a full G703. If no line items are added, the app uses the single "Original contract value" and "Work complete %" fields above instead.
No schedule of values line items yet.
+ Add change order
No change orders yet.
G702 Pay Application Summary
Current payment due$0.00
Notes & Tasks
+ Quick note / task
🕑 Open
Nothing open.
✅ Completed
Nothing completed yet.
Reports
Revenue by customer (filtered range)
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Job profitability snapshot
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Demand letter
Add customer
Master Service Agreement (MSA)
Add job
Contract details
The "Customer" above is your GC / the party who hired you. If there's a separate property owner, enter it here — Texas lien law treats owner and GC as different parties, and it matters for notice deadlines.